+166.0%
CVX vs PINS
-63.8%
+229.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.8% | +0.7% |
| 7D | -0.6% | -5.2% | +4.6% | -0.3% |
| 30D | +13.4% | -14.9% | +28.4% | +14.5% |
| 3M | +11.8% | -8.4% | +20.2% | +12.2% |
| 6M | +12.4% | +0.6% | +11.8% | +11.9% |
| YTD | +41.5% | -22.2% | +63.7% | +43.1% |
| 1Y | +41.6% | -46.9% | +88.5% | +47.0% |
| 3Y | +42.2% | -26.9% | +69.1% | +41.8% |
| 5Y | +166.0% | -63.0% | +229.0% | +170.1% |
| All | +166.0% | -63.8% | +229.8% | +170.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PINS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling